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欧美抱团“去稀土”,中国优势还能守多久?
Sou Hu Cai Jing· 2025-09-30 01:37
技术进步给了他们可能性。VAC、韩国材料科学研究院,甚至跨学科合作都在推进"无稀土"永磁体。 性能在中低端应用场景逐渐可用,高温稳定性和磁能积等指标仍落后,但工业界已经开始试水。从某种 程度上看,这是全球在高端制造、能源、电动车、航空航天领域的一场长跑赛。 但现实中,去稀土化绝非易事。短期内,钕铁硼仍然是主力军,高端应用离不开它。长期来看,"无稀 土"材料可能在中低端市场占据空间,但航空航天、精密工业和高性能电动汽车依旧需要传统稀土磁 体。技术路径复杂、产业转型成本高昂,短时间内难以撼动现状。 文︱陆弃 稀土,这张牌,在全球博弈中被捏得紧紧的。德国VAC公司一条新闻炸开了眼界:他们成功研发出一 种完全不含重稀土的钕铁硼合金,性能堪比传统稀土磁体。钕铁硼,这曾是高端制造和新能源领域的心 脏,如今似乎有人在悄悄替换它的心脏。欧美国家推动"去稀土化",不仅是技术上的尝试,更是对中国 稀土主导地位的战略挑战。 美国动作最急。2022年,美国商务部就发布报告,明确指出高性能永磁体几乎全靠进口,中国主导全球 市场。这意味着一旦供应受阻,美国高端武器、能源、工业都会陷入风险。于是,美国一边国内大撒钞 票,支持本土企业研发" ...
稀土产业链:全球主导地位稳固,高端应用描绘增长新曲线
材料汇· 2025-07-16 13:37
Core Viewpoint - China holds a dominant position in the global rare earth market, with significant reserves and production capabilities, accounting for approximately 49% of global rare earth oxide (REO) reserves and 68% of global production as of 2024 [10][36][42]. Group 1: Rare Earth Resources and Production - Global rare earth oxide (REO) reserves are estimated at around 90 million tons, with China possessing nearly 49% of this total [10]. - In 2024, China's REO production is projected to be approximately 39,000 tons, maintaining its status as the largest producer globally [10]. - China's rare earth mining and processing capabilities are highly developed, with the country meeting over 90% of global demand for rare earth metal processing [12][36]. Group 2: Export and Import Dynamics - China's rare earth exports have been increasing, with light rare earth exports reaching 3,823 tons in March 2025, indicating a continuous upward trend [11]. - The export proportion of rare earth concentrates has been declining, with self-use rates remaining high, reflecting a shift towards domestic consumption [11][12]. - In the first quarter of 2025, China's rare earth exports reached 14,177 tons, a year-on-year increase of 5.14% [18]. Group 3: Industry Structure and Policy - The rare earth industry in China is characterized by a "north light, south heavy" structure, with significant production capabilities in both regions [43]. - The Chinese government has implemented strict regulations on rare earth mining and processing, emphasizing protective mining and total quantity control [50][54]. - Policies are gradually shifting towards supporting high-end applications and strategic materials, with a focus on innovation in new materials and equipment [59][62]. Group 4: Downstream Demand and Applications - The demand for rare earth materials is growing in high-tech applications, including electric vehicles, wind power, and industrial motors, with significant growth expected in these sectors [85]. - Rare earth permanent magnets are crucial in various applications, including industrial robots, where they enhance performance and efficiency [78]. - The production of rare earth permanent magnets in China is substantial, with major companies like Jinli Permanent Magnet leading the market [70][72].
铁锂并行!力拓宝武西澳合资铁矿投入运营 力拓CEO称董事会将持续力挺“锂战略”
Sou Hu Cai Jing· 2025-06-10 10:31
Group 1 - Rio Tinto's board remains unified in supporting its lithium strategy despite recent challenges, including CEO Jakob Stausholm's unexpected departure and a significant acquisition of Allkem for AUD 10 billion [3] - The company is launching five large alternative iron ore mines over the next five years, with the first, Western Range, now operational and expected to produce 25 million tons annually [3] - Stausholm emphasized the importance of lithium as a future pillar of the business, highlighting the strategic value of lithium brine projects in Argentina and Chile [3] Group 2 - Geopacific Resources' stock surged by 20% following the announcement that gold producer St Barbara will acquire a significant stake, potentially becoming a strategic shareholder with 14.4% ownership [6] - The partnership is expected to create strategic synergies, particularly with Geopacific's Woodlark gold project in Papua New Guinea [6] Group 3 - Australian Strategic Materials' stock increased by 27.09% due to rising inquiries for its high-purity rare earth materials from its Korean metal plant and successful sales contracts with major partners [7] - The company is positioning itself as a leading producer of NdPr metals and NdFeB alloys outside of China, with plans to establish a metal plant in the U.S. [7] Group 4 - Robex Resources debuted on the ASX with a 16.08% increase, raising AUD 120 million through its IPO, focusing on gold exploration and production in West Africa [12][13] - The Kiniero project in Guinea has an estimated resource of 71.23 million tons at a grade of 0.96 grams per ton, containing 2.2 million ounces of gold [13] Group 5 - IperionX Limited's stock rose by 28.84%, reflecting a 114.35% increase over the past year, as the company transitions from mineral exploration to a focus on low-carbon critical metals [17][27] - The company has secured a significant contract from the U.S. Department of Defense, with a maximum value of USD 99 million, highlighting its role in the domestic materials manufacturing strategy [25][27] Group 6 - Solstice Minerals reported promising results from its Bluetooth gold project, confirming shallow, stable, and wide gold mineralization, which supports future open-pit mining potential [32][34] - The company is advancing exploration in multiple target areas, with a strong cash position of AUD 13.6 million to support ongoing projects [36][38]